STEL Order and Salesflare

stelorder.com ↗

How to connect STEL Order

Via Make — 86 modules available. Set it up ↗

What you can automate

When new Clients in STEL Order, create an account, then create a contact, then add a contact to an account in Salesflare.
When new Ordinary Invoice Receipts in STEL Order, create an opportunity, then create a contact in Salesflare.
When new Ordinary Invoices in STEL Order, create an opportunity, then create a contact in Salesflare.
When new Sales Delivery Note in STEL Order, create an opportunity, then create a contact in Salesflare.
When new Sales Estimate in STEL Order, create an opportunity, then create a contact in Salesflare.
When new Sales Orders in STEL Order, create an opportunity, then create a contact in Salesflare.

STEL Order operations on Make

Triggers (11)

Start a workflow when this happens

Watch Clients — This trigger monitors and retrieves newly created or updated client records in STEL Order since the last run. It uses the UTC last modification date to fetch only recent changes, ensuring accurate and efficient synchronization of client data.
Watch Events — This trigger monitors and retrieves recently updated events in STEL Order since the last run. It utilizes the UTC last modification date to identify and fetch changes, ensuring accurate and efficient synchronization of updated event data.
Watch Incidents — This trigger periodically checks for incidents updated in STEL Order since the last run. It uses the UTC last modification date to fetch only recently updated records, ensuring efficient synchronization.
Watch Ordinary Invoice Receipts — This module retrieves Ordinary Invoice Receipts from STEL Order. You can fetch individual receipts or a list, apply filters like amount, payment status, or date, and use sorting and pagination for better data management.
Watch Ordinary Invoices — This trigger monitors and retrieves newly created or updated ordinary invoices in STEL Order since the last run. It ensures efficient synchronization by using the UTC last modification date to fetch only recent changes, helping you keep your invoice data accurate and up-to-date.

Show 6 more triggers

Watch Products — This trigger periodically checks for products updated in STEL Order since the last run. It uses the UTC last modification date to fetch only recently updated records, ensuring efficient synchronization.
Watch Sales Delivery Note — This trigger monitors and retrieves newly created or updated sales delivery notes in STEL Order since the last run. It uses the UTC last modification date to fetch only recent changes, ensuring efficient synchronization of delivery notes and keeping your sales processes up-to-date.
Watch Sales Estimate — This trigger periodically monitors and retrieves newly created or updated sales estimates in STEL Order since the last run. It ensures efficient synchronization by using the last modification date in UTC format to fetch only recent changes.
Watch Sales Orders — This trigger monitors and retrieves newly created or updated sales orders in STEL Order since the last run. It ensures efficient synchronization by using the UTC last modification date to fetch only recent changes, keeping your data accurate and up-to-date.
Watch Work Estimates — This trigger monitors and retrieves newly created or updated Work Estimates in STEL Order since the last run. It supports filtering by creation or last modification date (UTC), ensuring accurate and efficient synchronization of work estimate data.
Watch Work Orders — This trigger monitors and retrieves newly created or updated Work Orders in STEL Order since the last run. It supports filtering by creation or last modification date (UTC), ensuring accurate and efficient synchronization of work estimate data.

Actions (28)

Things Salesflare can make it do

Create Ordinary Invoices — This module allows the creation of Ordinary Invoices in STEL Order. You can provide details such as the account ID, reference, invoice lines, and other optional fields to create a new invoice.
Create Potential Client — Creates a new potential client in STEL Order with optional contact and address details.
Create Product — This module allows you to create a new product in STEL Order. You can specify various details such as the product's reference, name, description, and pricing information, as well as configure stock levels, tax settings, and product categorization. This module supports adding additional attributes like barcode, location, external ID, and margin settings for better product management.
Create Purchase Invoice — This module allows you to create new purchase invoices using the STEL Order API. You can specify references, line items, taxes, dates, currency, and more. Once created, the module returns the details of the newly generated purchase invoice.
Create Refund Invoices — It allows the creation of credit invoices through the Stel Order API using the established parameters.

Show 23 more actions

Create Sales Delivery Note — This module allows you to create new Sales Delivery Notes in STEL Order. Use this module to define and manage delivery notes for your sales processes. Includes options for setting delivery details, taxes, and line items.
Create Sales Estimates — This module allows you to create a sales estimate in STEL Order. You can include detailed line items such as products or services, specify taxes, payment options, and add custom comments or notes. Ensure all required fields like the client account ID and product/service details are provided. This module supports advanced configurations such as adding discounts, specifying delivery options, and assigning document states, making it flexible for a wide range of sales scenarios.
Create Sales Orders — This module allows you to create new sales orders in STEL Order. You can specify customer details, order items, and other optional fields.
Create Work Estimates — This module allows users to create a new work estimate in the STEL Order system. A work estimate contains detailed information about the services, products, and conditions associated with a specific project or job for a client. It supports flexible configuration, enabling users to specify client details, products or services, taxes, and additional comments.
Create a Client — This module allows you to create new clients in STEL Order using the provided API endpoint. It supports adding essential client details such as name, email, tax identification number, phone, and other optional attributes. Ideal for automating the client creation process as part of an integrated workflow.
Create a Service — This module allows you to create a new service in STEL Order. You can specify various details such as the service reference, name, description, and pricing information, tax settings. This module supports adding additional attributes like barcode, location, external ID, and margin settings for better service management.
Create a Work Delivery Note — This module allows you to create a new work delivery note in the system. Work delivery notes are used to document the delivery of services or goods to a client. You can specify the client account, associated items or services, and various metadata such as due dates, taxes, and additional notes.
Create a Work Order — This module allows users to create a new work order in STEL Order. A work order is a detailed document outlining the tasks, resources, and timelines for a specific job or project.
Create an Address — This module allows you to create a new address for a specific account in STEL Order using the provided API endpoint. You can specify address details such as address-data, postal-code, province, city-town, and other optional fields. This module is ideal for associating new addresses with accounts, whether for billing, shipping, or other purposes.
Create an Asset — This module allows you to create new assets in STEL Order using the provided API endpoint. It supports adding essential asset details such as reference, name, identifier.. Ideal for automating the asset creation process as part of an integrated workflow.
Create an Event — This module allows you to create a new event in STEL Order using the provided API endpoint. You can specify event details such as title, description, start and end times, location, and associated participants. This module is ideal for automating the scheduling and management of tasks, meetings, or reminders as part of an integrated workflow.
Create an Incidence — This action allows you to create a new incident in STEL Order. You can specify details such as reference, description, type, priority, and other attributes to ensure accurate record creation.
Make an API Call — Performs an arbitrary authorized API cal.
Update Potential Client — Updates an existing potential client in STEL Order using their ID.
Update Sales Orders — This module allows you to update an existing sales order in STEL Order using the provided API endpoint. You can modify various order attributes, including customer details, product quantities, pricing, order status, and delivery information. This module is ideal for keeping sales records up to date and ensuring accurate order management for business operations.
Update Work Delivery Notes — This module allows you to update an work delivery note in STEL Order using the provided API endpoint. You can modify various work delivery attributes, including customer details, product quantities, pricing, order status, and delivery information. This module is ideal for keeping work delivery notes records up to date and ensuring accurate order management for business operations.
Update Work Estimates — This module allows updating work estimates using the Stel Order API.
Update a Client — This module allows you to update an existing client's information in STEL Order using the provided API endpoint. You can modify various client attributes, including contact details, tax preferences, account settings, and main address. This module is ideal for keeping client records up to date and maintaining accurate information for business operations.
Update a Product — This module allows you to update an existing product\n information in STEL Order using the provided API endpoint. This module is ideal for keeping products records up to date and maintaining accurate information for business operations.
Update a Product Category — This module lets you update a product category in STEL Order using the provided API. You can change details like the name, description, and other settings of the category. This is useful for keeping your product categories organized and up to date, helping you maintain accurate information in your business.
Update a Service — This module allows you to update an existing service\n information in STEL Order using the provided API endpoint. This module is ideal for keeping services records up to date and maintaining accurate information for business operations.
Update an Event — This module allows you to update an existing event in STEL Order using the provided API. You can modify key event details such as the title, date, time, location, and additional notes. This is useful for keeping event information accurate and up to date, ensuring smooth scheduling and organization for your business activities.
Update an Incident — Modifies an existing incident in STEL Order using its ID.

Searches (47)

Look up existing records

Get Document State by ID — Retrieves a specific document state by its ID from STEL Order. Returns details such as name, type, color, modification date, and more.
Get Incident — Retrieve the details of a specific incident by providing its unique ID. This module fetches all relevant information about the incident, including state, type, assigned user, and associated assets.
Get Ordinary Invoice — This module allows you to retrieve an ordinary invoice in STEL Order using the provided API endpoint. You can specify the invoice ID to obtain details such as total amount, taxes, document state, invoicing address, payment information, and associated items or services. This module is ideal for automating invoice retrieval as part of an integrated workflow.
Get Sales Order — Retrieve detailed information about a specific sales order using its unique identifier. This module allows you to access all the information related to a sales order, including its items, taxes, client details, and more.
Get Stock Movements — Retrieve a list of stock movements from the STEL Order system. Users can filter results by various parameters such as type, item ID, warehouse ID, employee ID, or date of last modification. Sorting and pagination are supported to refine and organize the results.

Show 42 more searches

Get Tax Lines — Get Tax Lines from Stel Order API.
Get Work Estimate — Retrieve detailed information about a specific work estimate using its unique identifier. This module allows you to access all the information related to a work estimate, including its items, taxes, client details, and more.
Get a Calendar — Retrieves a specific calendar by its ID from STEL Order. Returns calendar details such as name, description, owner ID, and last modification date.
Get a Client — This module allows you to search for a client in the STEL Order system using one of the following criteria: ID, email, or DNI/CIF. Enter any of these values to retrieve the details of the associated client
Get a Product — This module allows you to search for a product by its unique identifier (ID). The retrieved details include the product's name, description, sales price, stock levels, warehouses, and tax information.
Get a Supplier — This module allows you to search for a supplie in the STEL Order system using one of the following criteria: ID, email, or DNI/CIF. Enter any of these values to retrieve the details of the associated supplier
Get an Address — This module allows you to obtain an address via the Stel Order API using its address ID.
List Addresses — This module allows you to search and retrieve a list of addresses from the STEL Order system by applying filters such as name, address data, postal code, and account ID. Sorting and pagination are supported to refine and organize the results.
List Assets — This module retrieves a list of assets from the STEL Order system. Users can refine their search by applying various filters such as full reference, name, identifier, serial number, brand, or model. Sorting and pagination options are also available, allowing users to efficiently manage large datasets. By specifying the required parameters, users can customize the data retrieval process to suit their needs.
List Assets Images — This module retrieves a list of asset images from the STEL Order system. You can filter the results using various parameters such as asset ID, order, or last modification date. Sorting and pagination are supported to refine and organize the results.
List Calendars — Retrieves a list of calendars from Stel Order. Supports filtering by name, description, owner ID, last modification date, sorting, and pagination. Returns calendar details such as ID, name, description, and owner.
List Clients — Module to retrieve a list of clients from the STEL Order system. This module allows you to filter clients dynamically and fetch their details for integration into workflows.
List Document States — Fetch a list of document states from STEL Order with options to filter by name, description, type, or other properties.
List Employees — Module to retrieve a list of employees from the STEL Order system. This module allows you to filter employees dynamically and fetch their details for integration into workflows.
List Events — Module that retrieves events from the STEL Order agenda
List Expenses — This module provides access to manage and retrieve expense records within the system. It allows for filtering, sorting, and paginating through expense entries based on various parameters such as dates, amounts, account IDs, and expense categories. This module is essential for monitoring financial transactions and generating detailed reports on organizational expenditures.
List Expenses and Investments — This module allows you to retrieve, filter, sort, and paginate data for Expenses and Investments. Use the API endpoints to get an expense or investment by ID or to query a list of expenses and investments with filters. Sorting and pagination options are available for efficient data management.
List Incidents — Retrieve a list of incidents from the STEL Order system with optional filters for more precise results.
List Item Images — This module retrieves a list of item images from the STEL Order system. You can filter the results using various parameters such as item ID, order, or last modification date. Sorting and pagination are supported to refine and organize the results.
List Ordinary Invoice Receipts — This module retrieves a list of Ordinary Invoice Receipts from the STEL Order system. Users can filter the results using various parameters such as full reference, concept, amount, and account ID. Sorting and pagination are supported to refine and organize the results.
List Ordinary Invoices — This module retrieves a list of ordinary invoices from the STEL Order system. Users can filter the results using various parameters such as reference, title, date, or account ID. Sorting and pagination are supported to refine and organize the results.
List Payment Options — This module allows you to search for payment options in STEL Order by applying filters such as name, description, and default status. You can also sort results and retrieve them in batches.
List Potential Clients — This module allows you to retrieve and manage information about potential clients. Using this module, you can obtain a list of potential clients by applying various filters such as full reference, legal name, email, and more. The results can be sorted by specific fields and retrieved in batches using pagination.
List Product Components — This module allows you to search for product components in the STEL Order system by applying filters such as order, units, item ID, and component ID. You can also sort results by specific fields and retrieve them in batches using pagination.
List Product Warehouse — This module retrieves a list of product warehouses from the STEL Order system. Users can apply filters such as item ID, warehouse ID, and modification date. Sorting and pagination options are available for efficient management of results.
List Products — This module retrieves a list of products from the STEL Order system. Users can apply filters such as name, reference, barcode, category, and more to refine the results. Supports pagination for large datasets.
List Purchase Delivery Notes — This module provides access to retrieve, create, update, and delete purchase delivery notes within the STEL Order system. This module allows filtering purchase delivery notes based on various criteria such as reference, title, creation date, account, and more. Sorting and pagination features are included to facilitate precise queries and navigation through large datasets.
List Purchase Invoice Receipts — This module allows users to retrieve, filter, and manage purchase invoice receipts in the system. You can search for specific receipts using filters like full reference, concept, amount, payment status, and more. The API also supports sorting results by various fields and paginating them for efficient data retrieval.
List Purchase Invoices — This module allows you to search, retrieve, and manage purchase invoices within the STEL Order system. This module supports filtering by various fields such as reference, title, date, account, document state, and more. Additionally, it provides options for sorting results and paginating through large data sets. Use this module to access detailed records of purchase invoices and their associated metadata.
List Purchase Orders — This module allows you to manage and retrieve purchase order information from the system. You can filter purchase orders using parameters such as full reference, title, date, associated account, or document state. The module supports sorting by various fields like reference, creation date, or modification date.
List Refund Invoice Receipts — This module allows you to retrieve, filter, and sort a list of refund invoice receipts. This includes filtering by references, concepts, amounts, payment statuses, dates, and other attributes. The module supports pagination and sorting to handle large datasets effectively.
List Refund Invoices — The Refund Invoices module provides access to retrieve, manage, and filter refund invoice data within the STEL Order system. Using this module, you can fetch a list of refund invoices or specific refund invoice records based on various filters such as full reference, title, date, and more.
List Sales Delivery Notes — This module retrieves a list of sales delivery notes from the STEL Order system. Users can apply various filters such as full-reference, title, date, or agent ID to refine the results. The module also supports sorting and pagination for managing large datasets effectively. By specifying the required parameters, users can customize the data retrieval process to suit their needs.
List Sales Estimates — This module retrieves a list of sales estimates from the STEL Order system. Users can filter the results using various parameters such as reference, title, date, or account ID. Sorting and pagination are supported to refine and organize the results.
List Sales Orders — This module retrieves a list of sales orders from the STEL Order system. Users can filter the results using various parameters such as reference, title, date, or agent ID. Sorting and pagination are supported to refine and organize the results.
List Services — This module provides functionality to retrieve, manage, and filter a list of services available in your system. It allows creating, modifying, and deleting services as well as retrieving details for individual services or an unfiltered list of services. Advanced filtering and sorting options are available to streamline data management.
List Suppliers — This module allows you to retrieve, filter, and sort a list of suppliers from the STEL Order system. You can apply filters like reference, legal name, tax identification number, and more. Sorting options include parameters like name and reference, and pagination is supported for large datasets.
List Warehouses — This module retrieves a list of warehouses from the STEL Order system. Users can apply filters such as name, description, visibility, and modification date. Sorting and pagination options are available for efficient management of results.
List Work Delivery Notes — This module retrieves a list of Work Delivery Notes from the STEL Order system. Users can apply filters such as reference, title, date, or account to narrow down their results. Sorting and pagination options are supported for efficient data management.
List Work Estimates — This module retrieves a list of Work Estimates from the STEL Order system. It allows users to apply filters such as full reference, title, date, account ID, and more to refine their search. Sorting and pagination are supported to organize and navigate large datasets efficiently.
List Work Orders — This module retrieves a list of Work Orders from the STEL Order system. Users can filter the results using parameters such as full reference, title, date, account ID, and more. Sorting and pagination features allow for efficient handling and organization of large datasets.
Retrieve Events for Reminders — Fetches upcoming events from the agenda occurring within a configurable number of days to prepare for sending reminders

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